Merit Financial Group’s Kellanova K Stock Holding History

Merit Financial Group’s Portfolio K Stock Details K Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,128	Closed	-$913K	–	1994
2025 Q3	$913K	Buy	11,128 +1,557	+16%	+$124K	0.01%	904
2025 Q2	$761K	Buy	9,571 +3,303	+53%	+$270K	0.01%	909
2025 Q1	$517K	Buy	6,268 +1,316	+27%	+$108K	0.01%	919
2024 Q4	$401K	Buy	4,952 +1,138	+30%	+$91.9K	0.01%	802
2024 Q3	$308K	Sell	3,814 -1,659	-30%	-$118K	0.01%	667
2024 Q2	$316K	Buy	5,473 +665	+14%	+$39.2K	0.01%	703
2024 Q1	$291K	Buy	+4,808	New	+$265K	0.01%	718

Other funds holding K

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BPMC

Buckland Partners Management Co Harrison, New York $165M AUM

TIM

Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Merit Financial Group's K Position: Q4 2025 in Review

Merit Financial Group sold out of Kellanova (K) in Q4 2025, closing a stake of 11,128 shares — an estimated $913K sold.

Merit Financial Group first reported a position in K in Q1 2024 and held it in 7 quarters. The position peaked at $913K in Q3 2025. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

Merit Financial Group reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
Merit Financial Group sold 11,128 Kellanova shares in Q4 2025, an estimated $913K.
Merit Financial Group first reported a position in Kellanova in Q1 2024 and held it in 7 quarters.
Merit Financial Group's Kellanova position peaked at $913K in Q3 2025.
6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.